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Business Advisory

Are you running your business at peak performance? Our Business Advisory professionals achieve results through years of experience and expertise in partnering with organizations to foster growth and achieve operational goals. We work to align strategy, cost, workforce and operations to help businesses become stronger and more resilient.

Carla McRae, CPA, CGMA

Our Business Advisory team is dedicated to results for your business.

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Outsourced Controller or Fractional CFO Services

  • Provides experience and expertise without the in-house cost of a full-time Controller

  • Helps overcome financial challenges using a forward-facing strategy

  • Provides recommendations and insight

  • Procedures reviewed for effectiveness and efficiency

  • Projections for future events and management of growth

  • Decision-making expertise and guidance

Monthly or Quarterly Review 

  • Material level review of your accounting transactions and financial reports

  • Examine significant journal entries

  • Suggest adjustments when needed including posting error reclassifications

  • Prepare management reports and deliver insight about the financial statements

  • Provide support and guidance to enhance business performance 

Monthly or Quarterly Accounting 

  • Categorize transactions to the correct general ledger accounts

  • Reconcile bank and credit card accounts

  • Record journal entries including depreciation, prepaids, and accruals as needed for proper closing of the books

  • Aid in creation of schedules for prepaids, accruals, and amortization

  • Prepare financial reports for management and provide valuable insight about business performance

  • Develop or enhance processes to aid with efficiency

Quarterly or Annual Performance Analysis

  • Period over period analysis to provide clear performance visibility 

  • Trend analysis to compare data over time to identify consistent results

  • Benchmark industry analysis used to compare performance to industry best practices

  • Issue spotting and recommendations for improvement

  • Suggestions to enhance processes and procedures

QuickBooks File
Creation or Enhancement

  • Implement a new, industry-driven QuickBooks accounting file

  • Enhance a current QuickBooks file

  • Develop processes & procedures to ensure a successful foundation for your new business  

  •  Provide startup guidance

  • Industry-driven direction and recommendations   

Explore Practice Groups

  • Construction

  • Manufacturing

  • SEC Preparation

  • Software as a Service (SaaS)

  • Specialized Healthcare

When we say experts, we mean experts.

Below is a list of accredited affiliations and associations our audit team work with on a regular basis.

PrimeGlobal Logo
American Institute of Certified Public Accountants Logo
Florida Insitute of Certified Public Accountants Logo
Association of Certified Fraud Examiners Logo
National Association of Certified Valuators and Analysts Logo
Intuit Quickbooks Pro Advisor Badge

Featured Connections

Phillip Hayes



Phillip Hayes, Partner, CVA

Carla McRae, CPA, CGMA



Carla McRae, Partner, CPA

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